Julius Baer Group Ltd.-Un ADRJBAXY
13F holders, Q4 2025 (December 31)10holders +3
2new positions
0sold out
$15.69avg. 13F price*
At the end of Q4 2025, 10 institutions reported holding Julius Baer Group Ltd.-Un ADR (JBAXY) in their 13F filings, up 3 from Q3 2025. 2 opened new positions and 0 sold out. The largest holders were Henry James International Management Inc. ($1.1M), Rhumbline Advisers ($1.0M) and GAMMA Investing LLC ($94K).
- Company
- Julius Baer Group Ltd.-Un ADR
- CUSIP
- 48137C108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 18,830 shares bought and 99 shares sold, net +18,731 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Henry James International Management Inc. | 0.34% | No change | 69,141 | $1.1M |
| Rhumbline Advisers | 0.00% | Add +38.6% | 65,545 | $1.0M |
| GAMMA Investing LLC | 0.00% | Add +9.0% | 6,016 | $94K |
| Paradigm Asset Management Co. LLC | 0.01% | No change | 1,600 | $25K |
| Hantz Financial Services, Inc. | 0.00% | No change | 578 | $9K |
| Salomon & Ludwin, LLC | 0.00% | No change | 515 | $9K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -17.5% | 466 | $7K |
| Ancora Advisors LLC | 0.00% | New | 68 | $1K |
| Signature Equity Partners, LLC | 0.00% | — | 35 | $547 |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 1 | $16 |
"% of holder's portfolio" is JBAXY's weight in each manager's 13F, not the share of Julius Baer Group Ltd.-Un ADR the manager owns.